Overview

2019 Winners Interviews

A warm welcome to the WealthBriefing MENA Awards for Excellence 2019.

Unfortunately, nominations are now closed but we look forward to seeing old and new faces celebrating their success with their peers at this prestigious event at the Dusit Thani Hotel in Dubai.

New for 2019, the categories are focused around these main areas:

  • Regional Banking Excellence Categories
  • Country-based Banking Excellence Categories
  • Investment Management Categories
  • Family Office Categories
  • Technology Categories
  • Private Client Categories
  • Special Categories
  • Individual Awards

This year, we are also including the increasingly influential North African countries.

As in previous years, independence, integrity and genuine insight will be the watchwords of the judging process. The panel of judges is drawn from both private banks and trusted advisors/consultants to the sector who advise the Editorial team at WealthBriefing which makes the final decision based on their extensive knowledge and feedback from the region.

Conflicts of interest are avoided as the final decision is made by an independent team of domain experts who are not active in the banking industry yet report on developments in the region on a almost daily basis for over 15 years.

Winning a WealthBriefing Award sets organisations and individuals apart from their peers and is a tangible demonstration that they have something special to offer, rewarding achievement and showcasing top class performance and innovation.

We very much hope you take part and look forward to seeing you at the 2019 awards ceremony.

Key Dates

  • Nominations close Friday 13 September (at midnight)
  • Announcement of the Winning entries on Friday 4 October
  • Awards celebratory dinner on Wednesday 13 November (from 7.00pm)

Judges

Private Bankers Panel

Alain Baron

Limited Partner - Head of MENA

Mirabaud & Cie SA

Alain Baron is an experienced investment professional, who has worked in the wealth management practice in the MENA Region for over 15 years building long-term investment objectives to maintain and […]

Bruce Weatherill

Chief Executive

Weatherill Consulting

Bruce is a chartered accountant with over 37 years financial services experience, previously a partner in PwC, latterly as Global leader of their Wealth Management practice and the key driver […]

Daniel Williams

Managing Partner

Sigma Private Office

Daniel is the Managing Partner of Sigma Private Office, part of the Sigma Group. He has been advising HNW and UHNW individuals since 2006 and is an expert in Investment […]

Georges Kouheiri

SEO

AGC Equity Partners

Georges Khoueiri is the senior executive officer of AGC Equity Partners Middle East, a global alternative investment manager. Previously, he was a managing director at Royal Bank of Scotland covering […]

Ludovic Pernot

Head of Private Banking, Middle East

Liectensteinische Landesbank

Prior to joining Liechtensteinische Landesbank as head of private banking ME in 2017, Ludovic was head of MENA at Falcon Bank since 2014. Ludovic launched his career in banking at […]

Mannan Adenwalla

Managing Director

LGT Bank (Middle East)

With more than 31 years’ banking experience in the UAE, Mannan Adenwalla assumed the role of managing director of private banking and asset management group, LGT (Middle East) in 2012. […]

Manoj Kapur

Managing Director

Bank J Safra Sarasin Asset Management (Middle East)

As managing director at Bank J Safra Sarasin (Asset Management) Dubai, Manoj Kapur is responsible for leading a team of private bankers, a role he assumed in March 2010. He […]

Martin Liebi

Deputy CEO, Head of Private Banking

Edmond de Rothschild Group

Martin Liebi has vast senior management experience in the banking and financial sectors with Swiss and international clients in all parts of Switzerland. Prior to his present role he was […]

Patrick Crowley

Executive Director

Banque Richelieu GCC

Patrick is currently an executive director at Banque Richelieu GCC after joining fromDeutsche Bank Wealth Management Dubai. His previous position was senior vice president at DBS Private Banking Dubai. Patrick […]

Sebastian Graewert

Chief Representative Officer, MENA & Asia

The Mauritius Commercial Bank

Sebastian is a senior banker and has been working in the Middle East since 2006. He started his career with Credit Suisse where for 14 years based in London, Zurich […]

Venkat Mahadevan

Managing Director & Head of Retail Banking

Citi

Venkat Mahadevan is based in Dubai and heads the retail bank for Citi in the Middle East, which focuses on wealth management services for affluent and high net worth clients […]


Trusted Advisor Panel

Deepak Malhotra

Chief Executive Officer

Mayfair Private

Deepak is the chief executive officer of Mayfair Private, Dubai. He specialises in advising ultra-high net worth families who have complex advisory requirements and works closely with clients to develop […]

Ismael Hajjar

Partner

PwC Middle East

Ismael Hajjar is a UAE based partner specialising in international tax & wealth structuring, family office and private capital advisory. Relevant experience: Ismael started his career in Europe and has […]

Izabella Szadkowska

Partner, Corporate Commercial Department

Al Tamimi

Izabella Szadkowska is a partner in Al Tamimi & Company’s corporate structuring department. Prior to joining Al Tamimi, Izabella trained at Linklaters LLP, practiced at Clifford Chance LLP and White […]

Laurence Black

Regional Director, Client Solutions, MENA

Asiaciti Trust Group

Laurence is the Regional Director, Client Solutions, EMEA for Asiaciti Trust in Dubai, United Arab Emirates. He joined Asiaciti Trust in late 2012 and has over 35 years’ experience in […]

Sabila Din

CEO & Founder

Din Consultants

Sabila is CEO and Founder of Din Consultants, HQ in London and is an accomplished global business management, marketing and gender specialist. She works with global private banks, elite family […]

Sofia Mota

Head of Regulatory and Compliance Services

re/think

Sofia leads the regulatory and compliance practice of RethinkME and has extensive experience in the financial services sector and of consulting across Europe, Middle East and Africa. She has a […]

Valérie Mantot

Regional Managing Director - APAC

Apex Group

Valérie is head of CRM –Asia Pacific based in Singapore and has overall responsibility for business development and the services delivery for the Asia and MENA region. Prior to joining […]

Walid S. Chiniara

Partner

Deloitte & Touche, Middle East

Walid is a partner at Deloitte & Touche and heads its private client services practice in the Middle East. He is an international corporate finance lawyer with 35 years’ experience […]

Yann Mrazek

Managing Partner

M/HQ

Yann is the Managing Partner of M/HQ. He chiefly focuses on private wealth and immigration practice. He has vast experience advising successful individuals and entrepreneurial families with Middle Eastern exposure […]

Awards Winners Supplement


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Venue

Dusit Thani Hotel – Dubai

Address: 133, Sheikh Zayed Road, 23335, Dubai

Winners

Best Client Accounting Solution
FundCount

Best Client Communications Solution
FundCount

Best Front Office Solution
SS&C Advent

Best Onboarding Solution
Fenergo

Compliance/Reg-Tech Solution
Profile Software

Best Data Provider
Refinitiv

Most Innovative Client Solution
Eagle Investment Systems  

Best Client Reporting Solution
JTC Private Office  

Best Risk Profiling Solution
SS&C Advent

Most Innovative Overall Fintech Solution
Eagle Investment Systems

Best Legal Team
M/HQ

Best Tax/Accountancy Team
EY

Best Law Firm Advising HNWs
Al Tamimi & Company

Best Trust Company
Intertrust

Best Independent Trust or Fiduciary Company
Asiaciti Trust

Best Estate Planning Service
PwC

Best Family Office Advisory Offering
Union Bancaire Privee

Best Family Office Governance Service
Mayfair Private
.
Best Wealth Manager Servicing Family Offices
Northern Trust

Best Fund Manager
First Abu Dhabi Bank

Best Fund Manager Regional Reach
First Abu Dhabi Bank

Best Fund Manager Global Reach
Mindful Wealth
.
Best Real Estate Investment Proposition
BNP Paribas Wealth Management

Best Overall Private Bank Investment Team
First Abu Dhabi Bank

Most Innovative Investment Proposition
Standard Chartered

Best independent Wealth Manager/FIM/EAM
Index & Cie

Best Multi-Family Office
Mabledon Capital Limited

Best International Financial Centre (IFC)
Jersey

Best Private Bank Servicing United Arab Emirates
Mashreq Private Bank

Best Private Bank Servicing Sultanate of Oman
Liechtensteinische Landesbank

Best Private Bank Servicing Kingdom of Saudi Arabia
Northern Trust

Best Private Bank Servicing State of Kuwait
Mirabaud (Middle East)

Most Innovative Wealth Management Model
Standard Chartered

Best Private Bank Wealth Planning Team
BNP Paribas Wealth Management

Best Private Bank External Asset Manager Proposition
Mirabaud (Middle East)

Best Shariah-Compliant Wealth Management Offering
Lombard Odier

Best Pure Play Private Bank
LGT Middle East

Best Boutique Private Bank
Nedbank Private Wealth

Best Private Bank – Investment Management Platform
Mashreq Private Bank

Best Private Bank – Credit Provider
BNP Paribas Wealth Management  

Best Private Bank – Discretionary Fund Management (DFM) Offering
Arbuthnot Latham

Best Private Bank – ESG Offering
LGT Middle East

Best Private Bank – Client Service
Mirabaud (Middle East)

Best Private Bank – Digital Offering
Liechtensteinische Landesbank

Most Promising New Private Bank Proposition
Index & Cie

Best Private Bank Servicing NRI/NRP Clients
Mirabaud (Middle East)

Best Private Bank Servicing Ex-pat UHNW Community
Banque Internationale a Luxembourg

Best Overall International Private Bank (HQ Outside MENA)
Lombard Odier

Best Overall MENA Private Bank
BNP Paribas Wealth Management

Rising Star under 30 - MENA
Shaima Ali Haider, EY

Leading Woman in Wealth Management – MENA
Samira Zakour - First Abu Dhabi Bank


Photographs